Latest Institutional Transactions on Dimensional ETF Tr (DFAE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36.4K- 18.04% |
$833K - $1.05M
|
166K
$5.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.9K+ 4.22% |
$43.3K - $54.9K
|
46.8K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
257K+ 60.7% |
$5.88M - $7.45M
|
681K
$21.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.61K+ 53.34% |
$36.9K - $46.7K
|
4.64K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27+ 0.17% |
$617 - $782
|
16.3K
$510K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-21- 2.42% |
$480 - $608
|
847
$26.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.3K+ 11.55% |
$761K - $963K
|
321K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.6K+ 24.35% |
$36.6K - $46.3K
|
8.17K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
97KNew |
$2.22M - $2.81M
|
97K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.8K- 2.59% |
$932K - $1.18M
|
1.54M
$48.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 0.21% |
$869 - $1.1K
|
18.1K
$567K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 96.56% |
$3.49M - $4.41M
|
310K
$9.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
809K+ 115.88% |
$18.5M - $23.4M
|
1.51M
$47.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
226K+ 80.46% |
$5.16M - $6.53M
|
506K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
461+ 0.78% |
$10.5K - $13.3K
|
59.3K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
166K+ 10.37% |
$3.79M - $4.8M
|
1.76M
$55.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
148K+ 169.01% |
$3.39M - $4.3M
|
236K
$7.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.05K+ 1.07% |
$115K - $146K
|
477K
$14.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
21.3KNew |
$487K - $617K
|
21.3K
$667K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$6.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
71.9K+ 8.42% |
$1.64M - $2.08M
|
926K
$29M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
306+ 38.88% |
$7K - $8.86K
|
1.09K
$34.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
9.59K+ 6.67% |
$219K - $278K
|
153K
$4.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
476+ 3.91% |
$10.9K - $13.8K
|
12.6K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.91K- 2.35% |
$43.6K - $55.2K
|
79.2K
$2.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 13.18% |
$291K - $368K
|
109K
$3.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
435+ 0.43% |
$9.95K - $12.6K
|
102K
$3.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.34K- 0.81% |
$122K - $155K
|
656K
$20.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.39K+ 0.73% |
$100K - $127K
|
606K
$19M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
23K+ 3.39% |
$525K - $664K
|
699K
$21.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.27K+ 0.34% |
$29K - $36.7K
|
369K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-144K- 32.77% |
$3.29M - $4.17M
|
295K
$9.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
18.1K+ 29.62% |
$413K - $523K
|
79K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-3.09K- 15.82% |
$70.7K - $89.5K
|
16.5K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
316+ 0.24% |
$7.23K - $9.15K
|
133K
$4.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-290- 0.23% |
$6.63K - $8.4K
|
125K
$3.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.14% |
$68.6 - $86.9
|
2.23K
$69.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.9K+ 19.29% |
$272K - $344K
|
73.5K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.06K+ 25.32% |
$69.9K - $88.5K
|
15.1K
$474K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33K+ 11.64% |
$755K - $956K
|
316K
$9.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.28K+ 5.11% |
$75K - $95K
|
67.4K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-25.6K- 2.73% |
$586K - $742K
|
912K
$28.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-182- 1.05% |
$4.16K - $5.27K
|
17.1K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
20.1K+ 7.38% |
$460K - $583K
|
293K
$9.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-22.9K- 72.21% |
$525K - $664K
|
8.83K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.42K- 0.85% |
$124K - $157K
|
636K
$19.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
20.1K+ 228.67% |
$459K - $581K
|
28.8K
$903K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36K+ 1.48% |
$31.1K - $39.4K
|
93.1K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
17.9K+ 192.38% |
$409K - $518K
|
27.2K
$851K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.14K+ 19.89% |
$48.9K - $62K
|
12.9K
$404K
|